Coffee with Brendan: Market Volatility
Looking at the history of market ups and downs illustrates the normalcy of market volatility.
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Dec 3, 20216 min read
What if You Could Save On Taxes AND Do Good?
In this video, Brendan shares the basics about donor-advised funds: how they’re structured, the tax benefits, and a good way to set them up.
Nov 4, 20215 min read
What to Do With Your Inheritance or Bonus
Have an inheritance or bonus on the way? In this ep of Coffee with Brendan, he encourages you to think twice before deciding what to do.
Oct 29, 20215 min read
Should You Worry About Inflation?
Hear Brendan's take on the state of inflation, concerns arising for clients, and how you should handle your portfolio.
Oct 13, 20215 min read
Proposed Tax Policy Revisions: What You Need to Know
Brendan shares a client story about proposed tax policy revisions and what you need to know looking ahead to 2022.
Dec 16, 20201 min read
Cyber Insecurity – Protecting Yourself from Fraud & Identity Theft
Learn about preventative measures to detect suspicious activity, monitor your information, and defend against identity theft.
Nov 30, 20201 min read
Savvy Living During Covid
Learn how to stay motivated throughout these uncertain times and live better now and on the other side of the pandemic.
Nov 2, 20201 min read
When to or Not to Refinance Your Mortgage
In this video, guest speaker and Senior Mortgage Advisor Rachel Pierce talks about when it makes sense to refinance.
Sep 23, 20201 min read
How to Prepare for an Unexpected Market Drop
In our video, How to Prepare for an Unexpected Market Drop, we talk about how to avoid reacting emotionally and start thinking rationally wh
May 26, 202035 min read
How Trump, Biden, and COVID-19 May Affect Your Investment Portfolio
Guest speaker, Stuart J. Sweet talks about how the COVID-19 pandemic and the upcoming presidential election may impact your finances.
Feb 13, 202016 min read
An Introduction to Socially Responsible Investing
In the video, An Introduction to Socially Responsible Investing, we talk about what socially responsible investing is and what it isn’t.
Feb 3, 202029 min read
Six Tips When Contemplating a Divorce
Don’t miss our latest video on several important factors everyone should consider before moving forward with a dissolution of marriage.
Feb 3, 202034 min read
Estate Planning 101
Watch Brendan’s latest video, Estate Planning 101, where he talks about the different types of documents and when to use them.
Jan 6, 202024 min read
How to Get into & Pay For College
In the video, How to Get into & Pay For College, we talk about what your education will cost you, why it is so expensive these days, and wha
Dec 18, 201933 min read
Reducing Stress by Taking Control of Your Holiday Spending
In the video, Reducing Stress by Taking Control of Your Holiday Spending, we talk about tips and tricks to spend smarter this holiday season
Aug 27, 201941 min read
Social Security & Retirement Planning: A Hit or Myth Proposition
Dispelling the myths and misunderstandings of the Social Security program is something we get asked about often.
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